Matthew J McDonald [ChFEBC℠]
Organization: Matt McDonald Financial
Broker Dealer: Cetera Advisors
Business Address: 8900 Mineral King Ct Elk Grove, CA 95624
Phone: Direct # 916-714-8765
States Currently Licensed: CA, MA, FL, OR
Primary State Insurance License #: 0C37714
Primary Insurance Companies: I use “A” rated companies to meet my clients health, life, long term care and disability needs
Services you provide: I offer a free consultation to provide an analysis on how to maximize “Federal Benefits.” This includes a full needs analysis, pension review, retirement eligibility forecast, TSP review and FEGLI review.
Primary Investment Companies: I am an Investment Advisor Representative who has a fiduciary responsibility to act in my clients interests. By offering non-proprietary products I am able to find solutions to solve all my clients needs and goals.
Other information you would want us to add: Securities and advisory services offered through Cetera Advisors LLC (doing business in CA CFGA Insurance Agency), member FINRA/SIPC, Cetera is under separate ownership from any other named entity.
Your Website URL: www.mattmcdonaldfinancial.com